Holdings Channel
SHW Holdings Changes image
This page summarizes the SHW holdings changes quarter over quarter among those 13F filers that have reported for the 3/31/2024 period, comparing share count change from 12/31/2023 to 3/31/2024. Share count is compared over these two periods to provide an indication of whether SHW is being accumulated or sold by institutions that file their holdings via 13F filings (and as always, when considering this data it is important to be mindful of the long only reporting requirement).
Filer12/31/2023
 Share Count 
3/31/2024
 Share Count 
Change% Change
13F Filers Increasing SHW Share Count
Field & Main Bank 20 575 +555 +2775.00%
Rise Advisors LLC 11 138 +127 +1154.55%
MCF Advisors LLC 37 187 +150 +405.41%
PFG Investments LLC 1,335 4,489 +3,154 +236.25%
Dakota Wealth Management 824 2,146 +1,322 +160.44%
Leavell Investment Management Inc. 1,017 2,597 +1,580 +155.36%
MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH 297 621 +324 +109.09%
Sage Mountain Advisors LLC 787 1,280 +493 +62.64%
Revisor Wealth Management LLC 1,497 2,375 +878 +58.65%
Fjarde AP Fonden Fourth Swedish National Pension Fund 36,445 56,945 +20,500 +56.25%
Zurcher Kantonalbank Zurich Cantonalbank 60,809 92,736 +31,927 +52.50%
Wesbanco Bank Inc. 1,258 1,813 +555 +44.12%
GAMMA Investing LLC 1,517 2,164 +647 +42.65%
Robeco Institutional Asset Management B.V. 62,184 88,485 +26,301 +42.30%
TrimTabs Asset Management LLC 3,744 5,117 +1,373 +36.67%
AustralianSuper Pty Ltd 8,770 11,655 +2,885 +32.90%
Moody Lynn & Lieberson LLC 7,671 9,760 +2,089 +27.23%
Ashton Thomas Private Wealth LLC 1,024 1,299 +275 +26.86%
Ballentine Partners LLC 2,755 3,407 +652 +23.67%
Stablepoint Partners LLC 3,615 4,378 +763 +21.11%
Brookstone Capital Management 3,924 4,732 +808 +20.59%
Means Investment CO. Inc. 656 784 +128 +19.51%
DekaBank Deutsche Girozentrale 113,444 134,499 +21,055 +18.56%
Cambridge Investment Research Advisors Inc. 55,259 65,380 +10,121 +18.32%
Chickasaw Capital Management LLC 2,491 2,946 +455 +18.27%
Summit Trail Advisors LLC 2,227 2,632 +405 +18.19%
Stratos Wealth Partners LTD. 30,852 36,088 +5,236 +16.97%
Valeo Financial Advisors LLC 2,091 2,443 +352 +16.83%
SJS Investment Consulting Inc. 729 850 +121 +16.60%
Simon Quick Advisors LLC 848 984 +136 +16.04%
Park Place Capital Corp 1,815 2,095 +280 +15.43%
Childress Capital Advisors LLC 758 872 +114 +15.04%
Palumbo Wealth Management LLC 4,247 4,864 +617 +14.53%
Hudson Valley Investment Advisors Inc. ADV 18,003 20,240 +2,237 +12.43%
Park Avenue Securities LLC 3,882 4,331 +449 +11.57%
Summit Financial LLC 5,233 5,833 +600 +11.47%
CWM LLC 6,276 6,944 +668 +10.64%
Valley National Advisers Inc. 38 42 +4 +10.53%
Alpha Cubed Investments LLC 1,105 1,218 +113 +10.23%
New Century Financial Group LLC 688 756 +68 +9.88%
NBC Securities Inc. 1,168 1,280 +112 +9.59%
Independence Bank of Kentucky 1,780 1,948 +168 +9.44%
YHB Investment Advisors Inc. 1,297 1,414 +117 +9.02%
Sugarloaf Wealth Management LLC 456 496 +40 +8.77%
Wedmont Private Capital 2,215 2,407 +192 +8.67%
Symmetry Partners LLC 1,898 2,052 +154 +8.11%
Atlas Private Wealth Management 6,296 6,777 +481 +7.64%
Massmutual Trust Co. FSB ADV 1,430 1,533 +103 +7.20%
Values First Advisors Inc. 1,206 1,289 +83 +6.88%
Ritholtz Wealth Management 8,046 8,567 +521 +6.48%
BKM Wealth Management LLC 1,621 1,726 +105 +6.48%
Fifth Third Wealth Advisors LLC 1,138 1,210 +72 +6.33%
Chicago Partners Investment Group LLC 2,034 2,162 +128 +6.29%
Portside Wealth Group LLC 861 915 +54 +6.27%
First National Trust Co 679 721 +42 +6.19%
Steel Peak Wealth Management LLC 1,442 1,526 +84 +5.83%
Gulf International Bank UK Ltd 20,123 21,241 +1,118 +5.56%
Wealth Enhancement Advisory Services LLC 55,363 58,309 +2,946 +5.32%
Procyon Private Wealth Partners LLC 2,879 3,007 +128 +4.45%
Catalyst Financial Partners LLC 684 713 +29 +4.24%
Perigon Wealth Management LLC 1,417 1,476 +59 +4.16%
Seascape Capital Management 11,065 11,502 +437 +3.95%
Chapin Davis Inc. 770 800 +30 +3.90%
Rosenberg Matthew Hamilton 392 407 +15 +3.83%
Claro Advisors LLC 2,903 3,009 +106 +3.65%
CAPROCK Group Inc. 3,333 3,454 +121 +3.63%
Fifth Third Bancorp 322,692 334,262 +11,570 +3.59%
Veriti Management LLC 6,300 6,525 +225 +3.57%
Lindbrook Capital LLC 824 853 +29 +3.52%
OneAscent Financial Services LLC 2,530 2,619 +89 +3.52%
Segment Wealth Management LLC 41,333 42,773 +1,440 +3.48%
Capstone Triton Financial Group LLC 3,663 3,787 +124 +3.39%
Capital Advisors Ltd. LLC 1,103 1,140 +37 +3.35%
TAP Consulting LLC 8,018 8,283 +265 +3.31%
Benjamin F. Edwards & Company Inc. 111,346 114,956 +3,610 +3.24%
City Holding Co. 1,806 1,861 +55 +3.05%
Equitable Trust Co. 5,322 5,484 +162 +3.04%
Massachusetts Wealth Management 3,475 3,575 +100 +2.88%
Strong Tower Advisory Services 4,912 5,044 +132 +2.69%
Fulton Bank N.A. 5,108 5,237 +129 +2.53%
Founders Financial Securities LLC 2,888 2,961 +73 +2.53%
Raymond James Trust N.A. 8,535 8,740 +205 +2.40%
Welch Group LLC 18,443 18,883 +440 +2.39%
Benjamin Edwards Inc. 5,521 5,653 +132 +2.39%
Strategic Advisors LLC 1,362 1,394 +32 +2.35%
Lynch & Associates IN 4,568 4,674 +106 +2.32%
Douglas Lane & Associates LLC 777 795 +18 +2.32%
Nikulski Financial Inc. 3,170 3,233 +63 +1.99%
Congress Wealth Management LLC DE 48,612 49,543 +931 +1.92%
Planning Capital Management Corp 382 389 +7 +1.83%
Commonwealth Equity Services LLC 176,765 179,784 +3,019 +1.71%
Venturi Wealth Management LLC 1,608 1,635 +27 +1.68%
Regions Financial Corp 19,158 19,398 +240 +1.25%
West Oak Capital LLC 5,634 5,699 +65 +1.15%
Threadgill Financial LLC 19,108 19,327 +219 +1.15%
Slow Capital Inc. 13,757 13,908 +151 +1.10%
Adirondack Trust Co. 201 203 +2 +1.00%
Albert D Mason Inc. 6,336 6,397 +61 +0.96%
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 941 950 +9 +0.96%
Robbins Farley LLC 9,546 9,628 +82 +0.86%
RFG Advisory LLC 21,029 21,198 +169 +0.80%
Baldwin Brothers Inc. MA 37,812 38,090 +278 +0.74%
Tealwood Asset Management Inc. 4,878 4,913 +35 +0.72%
Strategy Asset Managers LLC 1,058 1,065 +7 +0.66%
Northstar Asset Management LLC 12,960 13,035 +75 +0.58%
Asset Dedication LLC 2,312 2,325 +13 +0.56%
Opal Wealth Advisors LLC 753 757 +4 +0.53%
Optas LLC 2,380 2,392 +12 +0.50%
First Pacific Financial 3,484 3,500 +16 +0.46%
Czech National Bank 41,245 41,434 +189 +0.46%
State of Alaska Department of Revenue 25,434 25,549 +115 +0.45%
Pinnacle Associates Ltd. 3,044 3,057 +13 +0.43%
OneAscent Wealth Management LLC 3,445 3,458 +13 +0.38%
Triangle Securities Wealth Management 3,476 3,488 +12 +0.35%
Astoria Portfolio Advisors LLC. 3,261 3,272 +11 +0.34%
Apella Capital LLC 1,415 1,419 +4 +0.28%
Stockman Wealth Management Inc. 825 827 +2 +0.24%
Fidato Wealth LLC 4,260 4,269 +9 +0.21%
CVA Family Office LLC 480 481 +1 +0.21%
Five Oceans Advisors 1,130 1,132 +2 +0.18%
BKA Wealth Consulting Inc. 1,780 1,783 +3 +0.17%
State of Michigan Retirement System 64,456 64,556 +100 +0.16%
MV Capital Management Inc. 1,332 1,334 +2 +0.15%
Hurlow Wealth Management Group Inc. 674 675 +1 +0.15%
Sapient Capital LLC 14,451 14,471 +20 +0.14%
Jamison Private Wealth Management Inc. 2,078 2,081 +3 +0.14%
WBH Advisory Inc. 3,000 3,004 +4 +0.13%
Diversified Trust Co 4,642 4,648 +6 +0.13%
Epic Trust Investment Advisors LLC 818 819 +1 +0.12%
Legacy Wealth Asset Management LLC 1,823 1,825 +2 +0.11%
L.M. Kohn & Company 1,951 1,953 +2 +0.10%
Mcdonald Partners LLC 10,562 10,570 +8 +0.08%
Atlas Brown Inc. 3,120 3,122 +2 +0.06%
Mather Group LLC. 1,781 1,782 +1 +0.06%
Vigilare Wealth Management 1,855 1,856 +1 +0.05%
13F Filers Reporting New Positions In SHW
Neville Rodie & Shaw Inc. 0 630 +630 +100%
Wiley BROS. Aintree Capital LLC 0 924 +924 +100%
First Merchants Corp 0 1,864 +1,864 +100%
Renaissance Group LLC 0 98,800 +98,800 +100%
Mcdaniel Terry & Co. 0 804 +804 +100%
Rational Advisors LLC 0 165 +165 +100%
First Financial Bank Trust Division 0 622 +622 +100%
Hanson & Doremus Investment Management 0 27 +27 +100%
Northwest Investment Counselors LLC 0 136 +136 +100%
Confluence Investment Management LLC 0 84,165 +84,165 +100%
Mesirow Financial Investment Management Inc. 0 2,069 +2,069 +100%
Vicus Capital 0 1,523 +1,523 +100%
Capital Investment Advisors LLC 0 683 +683 +100%
Riverview Trust Co 0 344 +344 +100%
Bouchey Financial Group Ltd 0 621 +621 +100%
SMI Advisory Services LLC 0 12,273 +12,273 +100%
Blue Chip Partners Inc. 0 296 +296 +100%
Financial Enhancement Group LLC 0 14,760 +14,760 +100%
First PREMIER Bank 0 1 +1 +100%
Handelsinvest Investeringsforvaltning 0 2,879 +2,879 +100%
Wealthcare Advisory Partners LLC 0 665 +665 +100%
Bfsg LLC 0 28 +28 +100%
Insight Wealth Strategies LLC 0 11,406 +11,406 +100%
SlateStone Wealth LLC 0 3,177 +3,177 +100%
Kathmere Capital Management LLC 0 880 +880 +100%
Meadow Creek Wealth Advisors LLC 0 717 +717 +100%
Veracity Capital LLC 0 644 +644 +100%
Crew Capital Management Ltd. 0 1,929 +1,929 +100%
GoalVest Advisory LLC 0 2,850 +2,850 +100%
Peak Financial Advisors LLC 0 8,435 +8,435 +100%
Piscataqua Savings Bank 0 50 +50 +100%
Guardian Wealth Advisors LLC 0 598 +598 +100%
Prentice Wealth Management LLC 0 817 +817 +100%
Confluence Wealth Services Inc. 0 607 +607 +100%
Simplicity Wealth LLC 0 11,042 +11,042 +100%
Global Assets Advisory LLC 0 23,671 +23,671 +100%
Unique Wealth LLC 0 616 +616 +100%
Register Financial Advisors LLC 0 346 +346 +100%
Norden Group LLC 0 14,445 +14,445 +100%
Tyche Wealth Partners LLC 0 579 +579 +100%
Unique Wealth Strategies LLC 0 1,334 +1,334 +100%
Focus Financial Network Inc. 0 3,247 +3,247 +100%
Financial Synergies Wealth Advisors Inc. 0 3 +3 +100%
13F Filers With Unchanged Share Count
Adams Natural Resources Fund Inc. 23,100 23,100 UNCH 0.00%
Rowland & Co. Investment Counsel ADV 1,158 1,158 UNCH 0.00%
Altfest L J & Co. Inc. 698 698 UNCH 0.00%
Papp L Roy & Associates 9,150 9,150 UNCH 0.00%
Capital Advisors Inc. OK 1,485 1,485 UNCH 0.00%
Ferguson Wellman Capital Management Inc. 2,238 2,238 UNCH 0.00%
Griffin Asset Management Inc. 9,258 9,258 UNCH 0.00%
Atlantic Union Bankshares Corp 779 779 UNCH 0.00%
Groesbeck Investment Management Corp NJ 4,015 4,015 UNCH 0.00%
Loring Wolcott & Coolidge Fiduciary Advisors LLP MA 2,341 2,341 UNCH 0.00%
Cortland Associates Inc. MO 3,900 3,900 UNCH 0.00%
Burns J W & Co. Inc. NY 789 789 UNCH 0.00%
Albion Financial Group UT 51 51 UNCH 0.00%
Jacobs & Co. CA 705 705 UNCH 0.00%
Armstrong Henry H Associates Inc. 1,200 1,200 UNCH 0.00%
First National Bank Sioux Falls 3,681 3,681 UNCH 0.00%
Burke & Herbert Bank & Trust Co. 3,580 3,580 UNCH 0.00%
Webster Bank N. A. 300 300 UNCH 0.00%
Chatham Capital Group Inc. 3,965 3,965 UNCH 0.00%
Harvey Investment Co. LLC 1,125 1,125 UNCH 0.00%
American National Bank 34 34 UNCH 0.00%
Bedrijfstakpensioenfonds Voor DE Media PNO 51,900 51,900 UNCH 0.00%
Deroy & Devereaux Private Investment Counsel Inc. 1,329 1,329 UNCH 0.00%
Hall Laurie J Trustee 430 430 UNCH 0.00%
GHP Investment Advisors Inc. 34 34 UNCH 0.00%
Fruth Investment Management 3,300 3,300 UNCH 0.00%
K.J. Harrison & Partners Inc 15,644 15,644 UNCH 0.00%
Mechanics Bank Trust Department 1,080 1,080 UNCH 0.00%
Legato Capital Management LLC 8,335 8,335 UNCH 0.00%
Cohen Klingenstein LLC 3,795 3,795 UNCH 0.00%
Ipswich Investment Management Co. Inc. 1,493 1,493 UNCH 0.00%
Sageworth Trust Co 3,147 3,147 UNCH 0.00%
Kessler Investment Group LLC 150 150 UNCH 0.00%
Boston Trust Walden Corp 1,724 1,724 UNCH 0.00%
Alta Advisers Ltd 700 700 UNCH 0.00%
Aspen Investment Management Inc 750 750 UNCH 0.00%
Livforsakringsbolaget Skandia Omsesidigt 519 519 UNCH 0.00%
Thomasville National Bank 800 800 UNCH 0.00%
Court Place Advisors LLC 675 675 UNCH 0.00%
JNBA Financial Advisors 100 100 UNCH 0.00%
Naples Global Advisors LLC 977 977 UNCH 0.00%
New England Research & Management Inc. 1,225 1,225 UNCH 0.00%
JJJ Advisors Inc. 22 22 UNCH 0.00%
S. R. Schill & Associates 1,500 1,500 UNCH 0.00%
Moisand Fitzgerald Tamayo LLC 15 15 UNCH 0.00%
Capital Investment Advisory Services LLC 1,854 1,854 UNCH 0.00%
Bristlecone Advisors LLC 1,952 1,952 UNCH 0.00%
Arthur M. Cohen & Associates LLC 848 848 UNCH 0.00%
Radnor Capital Management LLC 1,815 1,815 UNCH 0.00%
Farmers & Merchants Trust Co of Chambersburg PA 6 6 UNCH 0.00%
Pinnacle Bank 329 329 UNCH 0.00%
Crescent Grove Advisors LLC 7,834 7,834 UNCH 0.00%
Security National Bank 50 50 UNCH 0.00%
Carmichael Hill & Associates Inc. 45 45 UNCH 0.00%
Solstein Capital LLC 58 58 UNCH 0.00%
Sound Income Strategies LLC 75 75 UNCH 0.00%
Ariston Services Group 738 738 UNCH 0.00%
Essex Savings Bank 900 900 UNCH 0.00%
Independent Family Office LLC 7,179 7,179 UNCH 0.00%
Criterion Capital Advisors LLC 16 16 UNCH 0.00%
Foster Victor Wealth Advisors LLC 2,002 2,002 UNCH 0.00%
Carolina Wealth Advisors LLC 33 33 UNCH 0.00%
Maryland State Retirement & Pension System 18,514 18,514 UNCH 0.00%
BCS Wealth Management 3,739 3,739 UNCH 0.00%
Cedar Mountain Advisors LLC 78 78 UNCH 0.00%
Detalus Advisors LLC 654 654 UNCH 0.00%
Pacifica Partners Inc. 315 315 UNCH 0.00%
Atticus Wealth Management LLC 38 38 UNCH 0.00%
Tsfg LLC 754 754 UNCH 0.00%
Lion Street Advisors LLC 920 920 UNCH 0.00%
HighMark Wealth Management LLC 21 21 UNCH 0.00%
Asio Capital LLC 931 931 UNCH 0.00%
Center for Financial Planning Inc. 54 54 UNCH 0.00%
Mosaic Advisors LLC 8,141 8,141 UNCH 0.00%
Royal Fund Management LLC 915 915 UNCH 0.00%
IAM Advisory LLC 9,600 9,600 UNCH 0.00%
IAG Wealth Partners LLC 60 60 UNCH 0.00%
Iron Horse Wealth Management LLC 28 28 UNCH 0.00%
Hoese & Co LLP 26 26 UNCH 0.00%
TriaGen Wealth Management LLC 2,919 2,919 UNCH 0.00%
DHJJ Financial Advisors Ltd. 348 348 UNCH 0.00%
SOA Wealth Advisors LLC. 1 1 UNCH 0.00%
Defined Wealth Management LLC 904 904 UNCH 0.00%
Bank of New Hampshire 90 90 UNCH 0.00%
Newbridge Financial Services Group Inc. 70 70 UNCH 0.00%
DB Fitzpatrick & Co Inc 87 87 UNCH 0.00%
Iyo Bank Ltd. 12,320 12,320 UNCH 0.00%
Agate Pass Investment Management LLC 878 878 UNCH 0.00%
Eagle Bluffs Wealth Management LLC 2,600 2,600 UNCH 0.00%
Leverty Financial Group LLC 1,336 1,336 UNCH 0.00%
City State Bank 42 42 UNCH 0.00%
Paragon Financial Partners Inc. 1,209 1,209 UNCH 0.00%
Global Wealth Strategies & Associates 7,680 7,680 UNCH 0.00%
Mason & Associates Inc 3,173 3,173 UNCH 0.00%
Armstrong Advisory Group Inc. 899 899 UNCH 0.00%
Greenfield Savings Bank 2,775 2,775 UNCH 0.00%
V Square Quantitative Management LLC 3,875 3,875 UNCH 0.00%
Coston McIsaac & Partners 5 5 UNCH 0.00%
James J. Burns & Company LLC 800 800 UNCH 0.00%
Mendota Financial Group LLC 10 10 UNCH 0.00%
Compass Wealth Management LLC 63 63 UNCH 0.00%
Ergawealth Advisors Inc. 4,500 4,500 UNCH 0.00%
Trivant Custom Portfolio Group LLC 612 612 UNCH 0.00%
Union Savings Bank 110 110 UNCH 0.00%
CGC Financial Services LLC 3 3 UNCH 0.00%
West Paces Advisors Inc. 118 118 UNCH 0.00%
Walden Wealth Partners LLC 3,147 3,147 UNCH 0.00%
13F Filers Decreasing SHW Share Count
Tompkins Financial Corp 147 9 -138 -93.88%
Spire Wealth Management 19,591 2,076 -17,515 -89.40%
First Financialcorp IN 173 24 -149 -86.13%
Donaldson Capital Management LLC 6,237 1,134 -5,103 -81.82%
Simplex Trading LLC 9,987 2,995 -6,992 -70.01%
Dougherty Wealth Advisers LLC 384 169 -215 -55.99%
Global Retirement Partners LLC 1,306 694 -612 -46.86%
Cullen Investment Group LTD. 1,461 823 -638 -43.67%
StonePine Asset Management Inc. 1,195,311 691,413 -503,898 -42.16%
Assenagon Asset Management S.A. 254,297 147,231 -107,066 -42.10%
Johnson & White Wealth Management LLC 1,013 628 -385 -38.01%
AMF Pensionsforsakring AB 78,690 50,153 -28,537 -36.27%
Busey Wealth Management 2,370 1,561 -809 -34.14%
McKinley Carter Wealth Services Inc. 1,347 888 -459 -34.08%
Hazlett Burt & Watson Inc. 18 12 -6 -33.33%
SeaCrest Wealth Management LLC 1,572 1,106 -466 -29.64%
Town & Country Bank & Trust CO dba First Bankers Trust CO 2,037 1,560 -477 -23.42%
OLD National Bancorp IN 4,523 3,479 -1,044 -23.08%
Ellenbecker Investment Group 914 714 -200 -21.88%
Benin Management CORP 3,880 3,037 -843 -21.73%
Rockland Trust Co. 6,636 5,322 -1,314 -19.80%
Cyndeo Wealth Partners LLC 10,920 8,769 -2,151 -19.70%
Kesler Norman & Wride LLC 6,875 5,671 -1,204 -17.51%
First Horizon Advisors Inc. 3,454 2,879 -575 -16.65%
Mn Services Vermogensbeheer B.V. 116,736 98,336 -18,400 -15.76%
BLB&B Advisors LLC 2,197 1,856 -341 -15.52%
Fortitude Family Office LLC 171 145 -26 -15.20%
Versant Capital Management Inc 1,083 926 -157 -14.50%
Amalgamated Bank 59,824 51,240 -8,584 -14.35%
Stableford Capital II LLC 6,471 5,578 -893 -13.80%
Everpar Advisors LLC 3,747 3,240 -507 -13.53%
Flagship Harbor Advisors LLC 4,596 4,031 -565 -12.29%
Kohmann Bosshard Financial Services LLC 4,398 3,878 -520 -11.82%
Greenleaf Trust 20,573 18,159 -2,414 -11.73%
Financiere des Professionnels Fonds d investissement inc. 19,350 17,118 -2,232 -11.53%
Financial Advisory Service Inc. 1,285 1,137 -148 -11.52%
Clarius Group LLC 2,030 1,803 -227 -11.18%
Berkshire Bank 1,355 1,210 -145 -10.70%
Gradient Investments LLC 697 624 -73 -10.47%
Trust Point Inc. 1,291 1,159 -132 -10.22%
Premier Path Wealth Partners LLC 1,103 991 -112 -10.15%
Copeland Capital Management LLC 54,452 48,925 -5,527 -10.15%
Keel Point LLC 15,055 13,527 -1,528 -10.15%
Vaughan Nelson Investment Management L.P. 754,007 677,664 -76,343 -10.12%
Clio Asset Management LLC 39,598 35,845 -3,753 -9.48%
Park National Corp OH 7,685 6,987 -698 -9.08%
Beese Fulmer Investment Management Inc. 14,929 13,694 -1,235 -8.27%
Raub Brock Capital Management LP 67,041 61,509 -5,532 -8.25%
First United Bank Trust 99 91 -8 -8.08%
Financial Advisory Corp UT ADV 3,379 3,107 -272 -8.05%
BSW Wealth Partners 987 908 -79 -8.00%
Sunbelt Securities Inc. 3,994 3,676 -318 -7.96%
Nichols & Pratt Advisers LLP MA 11,431 10,528 -903 -7.90%
Strategic Blueprint LLC 6,573 6,077 -496 -7.55%
Arden Trust Co 1,066 988 -78 -7.32%
Raymond James Financial Services Advisors Inc. 134,387 124,783 -9,604 -7.15%
Wealth Management Partners LLC 2,175 2,020 -155 -7.13%
Securian Asset Management Inc 14,883 13,840 -1,043 -7.01%
Stillwater Capital Advisors LLC 4,870 4,530 -340 -6.98%
Carderock Capital Management Inc. 28,423 26,514 -1,909 -6.72%
Adell Harriman & Carpenter Inc. 11,060 10,363 -697 -6.30%
Hexagon Capital Partners LLC 497 466 -31 -6.24%
Eaton Financial Holdings Company LLC 1,692 1,587 -105 -6.21%
Chesley Taft & Associates LLC 14,359 13,474 -885 -6.16%
Appleton Partners Inc. MA 35,707 33,580 -2,127 -5.96%
Lateef Investment Management L.P. 123,015 115,753 -7,262 -5.90%
Pitti Group Wealth Management LLC 961 909 -52 -5.41%
Farmers & Merchants Investments Inc. 185 175 -10 -5.41%
Stock Yards Bank & Trust Co. 15,726 14,882 -844 -5.37%
AdvisorNet Financial Inc 2,839 2,696 -143 -5.04%
Gateway Investment Advisers LLC 792 754 -38 -4.80%
JGP Wealth Management LLC 3,094 2,946 -148 -4.78%
Aaron Wealth Advisors 1,147 1,093 -54 -4.71%
Natixis Advisors L.P. 560,152 534,504 -25,648 -4.58%
Trust Co. of Oklahoma 3,837 3,662 -175 -4.56%
First National Bank of Mount Dora Trust Investment Services 10,609 10,132 -477 -4.50%
Wallace Advisory Group LLC 1,251 1,195 -56 -4.48%
Wetzel Investment Advisors Inc. 114 109 -5 -4.39%
Yousif Capital Management LLC 59,110 56,536 -2,574 -4.35%
Covea Finance 42,186 40,351 -1,835 -4.35%
Moseley Investment Management Inc. 2,663 2,550 -113 -4.24%
Central Bank & Trust Co. 18,957 18,167 -790 -4.17%
Hartford Investment Management Co. 15,872 15,228 -644 -4.06%
Arlington Trust Co LLC 304 292 -12 -3.95%
CENTRAL TRUST Co 6,362 6,111 -251 -3.95%
OFI Invest Asset Management 103 99 -4 -3.88%
Alta Capital Management LLC 111,101 106,926 -4,175 -3.76%
Optimum Investment Advisors 2,670 2,570 -100 -3.75%
First Hawaiian Bank 7,559 7,281 -278 -3.68%
Sumitomo Life Insurance Co. 7,058 6,799 -259 -3.67%
Franklin Street Advisors Inc. NC 1,100 1,060 -40 -3.64%
Harbor Investment Advisory LLC 1,987 1,915 -72 -3.62%
Carlson Capital Management 15,406 14,854 -552 -3.58%
Brown Advisory Inc. 774,937 747,464 -27,473 -3.55%
Eads & Heald Wealth Management 7,665 7,393 -272 -3.55%
Perpetual Ltd 1,563 1,508 -55 -3.52%
Louisiana State Employees Retirement System 14,200 13,700 -500 -3.52%
Weatherly Asset Management L. P. 6,816 6,576 -240 -3.52%
Conning Inc. 1,631 1,576 -55 -3.37%
Salem Investment Counselors Inc. 2,502 2,422 -80 -3.20%
Tilia Fiduciary Partners Inc. 3,154 3,055 -99 -3.14%
Oakworth Capital Inc. 223 216 -7 -3.14%
Essex Financial Services Inc. 2,941 2,850 -91 -3.09%
Allworth Financial LP 1,558 1,510 -48 -3.08%
Baxter Bros Inc. 29,876 28,957 -919 -3.08%
MONECO Advisors LLC 708 687 -21 -2.97%
Bank of New York Mellon Corp 1,680,494 1,631,616 -48,878 -2.91%
Toth Financial Advisory Corp 30,301 29,444 -857 -2.83%
Checchi Capital Advisers LLC 3,273 3,189 -84 -2.57%
Bridges Investment Management Inc. 38,828 37,830 -998 -2.57%
Fulton Breakefield Broenniman LLC 1,000 975 -25 -2.50%
CHICAGO TRUST Co NA 4,622 4,508 -114 -2.47%
New Mexico Educational Retirement Board 12,163 11,863 -300 -2.47%
Parsons Capital Management Inc. RI 2,718 2,653 -65 -2.39%
Main Street Financial Solutions LLC 2,463 2,405 -58 -2.35%
Verdence Capital Advisors LLC 723 707 -16 -2.21%
New York State Teachers Retirement System 220,480 215,617 -4,863 -2.21%
Principal Financial Group Inc. 1,056,587 1,033,541 -23,046 -2.18%
WASHINGTON TRUST Co 369 361 -8 -2.17%
LongView Wealth Management 880 861 -19 -2.16%
Miracle Mile Advisors LLC 1,542 1,510 -32 -2.08%
Harbour Capital Advisors LLC 4,268 4,180 -88 -2.06%
Fishman Jay A Ltd. MI 15,430 15,125 -305 -1.98%
Wealthfront Advisers LLC 23,282 22,829 -453 -1.95%
SYSTM Wealth Solutions LLC 259 254 -5 -1.93%
DNB Asset Management AS 64,003 62,811 -1,192 -1.86%
Krueger & Catalano Capital Partners LLC 9,200 9,033 -167 -1.82%
NBT Bank N A NY 12,543 12,322 -221 -1.76%
Stonegate Investment Group LLC 2,634 2,588 -46 -1.75%
Contravisory Investment Management Inc. 1,425 1,401 -24 -1.68%
Ellsworth Advisors LLC 4,108 4,048 -60 -1.46%
Legacy Financial Strategies LLC 10,331 10,190 -141 -1.36%
Wendell David Associates Inc. 24,243 23,919 -324 -1.34%
Private Trust Co. NA 12,385 12,220 -165 -1.33%
Azzad Asset Management Inc. ADV 9,011 8,892 -119 -1.32%
Raymond James & Associates 531,049 524,118 -6,931 -1.31%
Woodstock Corp 5,512 5,442 -70 -1.27%
CX Institutional 4,360 4,306 -54 -1.24%
International Assets Investment Management LLC 22,021 21,762 -259 -1.18%
Wells Trecaso Financial Group LLC 1,283 1,268 -15 -1.17%
Nations Financial Group Inc. IA ADV 1,619 1,600 -19 -1.17%
IFM Investors Pty Ltd 48,290 47,739 -551 -1.14%
Adviser Investments LLC 3,080 3,045 -35 -1.14%
RMR Wealth Builders 1,098 1,086 -12 -1.09%
Stokes Capital Advisors LLC 24,925 24,654 -271 -1.09%
Bath Savings Trust Co 34,277 33,908 -369 -1.08%
Canandaigua National Bank & Trust Co. 688 681 -7 -1.02%
Financial Management Professionals Inc. 2,113 2,093 -20 -0.95%
Jessup Wealth Management Inc 23,623 23,428 -195 -0.83%
Mitchell & Pahl Private Wealth LLC 7,166 7,107 -59 -0.82%
Bridge Creek Capital Management LLC 921 915 -6 -0.65%
Prestige Wealth Management Group LLC 1,097 1,090 -7 -0.64%
Aurum Wealth Management Group LLC 1,750 1,739 -11 -0.63%
Sumitomo Mitsui Trust Holdings Inc. 605,806 601,977 -3,829 -0.63%
CLARET ASSET MANAGEMENT Corp 6,979 6,937 -42 -0.60%
Cardinal Strategic Wealth Guidance 2,906 2,890 -16 -0.55%
Zhang Financial LLC 1,635 1,628 -7 -0.43%
Monarch Capital Management Inc. 1,461 1,456 -5 -0.34%
Kinneret Advisory LLC 5,837 5,819 -18 -0.31%
CFM Wealth Partners LLC 16,655 16,607 -48 -0.29%
Jacobsen Capital Management 1,951 1,946 -5 -0.26%
Allspring Global Investments Holdings LLC 405,812 404,898 -914 -0.23%
Nicholas Hoffman & Company LLC. 1,339 1,336 -3 -0.22%
Cigna Investments Inc. New 2,536 2,531 -5 -0.20%
Trueblood Wealth Management LLC 2,162 2,158 -4 -0.19%
KAMES CAPITAL plc 123,213 123,034 -179 -0.15%
Allen Capital Group LLC 1,555 1,553 -2 -0.13%
New Hampshire Trust 8,883 8,873 -10 -0.11%
Lakeridge Wealth Management LLC 37,796 37,765 -31 -0.08%
MPS Loria Financial Planners LLC 6,557 6,552 -5 -0.08%
Dynamic Advisor Solutions LLC 40,153 40,120 -33 -0.08%
Los Angeles Capital Management & Equity Research Inc. 35,936 35,908 -28 -0.08%
Stratos Wealth Advisors LLC 4,939 4,936 -3 -0.06%
Congress Asset Management Co. MA 389,352 389,113 -239 -0.06%
UMB Bank N A MO 11,189 11,186 -3 -0.03%
Daymark Wealth Partners LLC 25,581 25,578 -3 -0.01%
13F Filers Exiting SHW
Midwest Financial Group LLC 1,200 0 -1,200 -100.00%
McGlone Suttner Wealth Management Inc. 114 0 -114 -100.00%
Range Financial Group LLC 1,680 0 -1,680 -100.00%
Morton Brown Family Wealth LLC 9 0 -9 -100.00%
Independent Wealth Network Inc. 1,790 0 -1,790 -100.00%
Koss Olinger Consulting LLC 885 0 -885 -100.00%
Planned Solutions Inc. 33 0 -33 -100.00%
Tennessee Valley Asset Management Partners 21 0 -21 -100.00%
Advisor Resource Council 838 0 -838 -100.00%
Birch Capital Management LLC 25 0 -25 -100.00%
PSI Advisors LLC 81 0 -81 -100.00%
Princeton Global Asset Management LLC 10 0 -10 -100.00%
West Branch Capital LLC 17 0 -17 -100.00%
Summit Global Investments 938 0 -938 -100.00%
Meridian Wealth Management LLC 1,165 0 -1,165 -100.00%
Friedenthal Financial 147 0 -147 -100.00%
Verity & Verity LLC 654 0 -654 -100.00%
Perkins Coie Trust Co 5 0 -5 -100.00%
Exchange Traded Concepts LLC 14 0 -14 -100.00%
Arlington Partners LLC 78 0 -78 -100.00%
Weiss Multi Strategy Advisers LLC 14,364 0 -14,364 -100.00%
Country Trust Bank 7 0 -7 -100.00%

See Summary: Institutional Holders of SHW
See Details: Top 10 Hedge Funds Holding SHW
Also See: SHW Insider Buying

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